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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

752 hedge funds and large institutions have $10.7B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 457 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+108
Holders Change %
+16.77%
% of All Funds
12.04%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
163
Increased
457
Reduced
103
Closed
37
Calls
$28.9M
Puts
$18.9M
Net Calls
+$9.98M
Net Calls Change
-$25.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$1.38B
3
Bank of America
Bank of America
North Carolina
$1.26B
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$181M
5
Wells Fargo
Wells Fargo
California
$570M

Top Sellers

1
Jane Street
Jane Street
New York
$4.04M
2
Corient Private Wealth
Corient Private Wealth
Florida
$23M
3
PCIA
Prime Capital Investment Advisors
Kansas
$15.8M
4
BFA
Beaumont Financial Advisors
Massachusetts
$2.1M
5
BPWM
Badgley Phelps Wealth Managers
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
476
Dana Investment Advisors
Wisconsin
$772K +$38K +696 +5%
AMM
477
American Money Management
California
$759K +$37.8K +692 +5%
NL
478
NVWM LLC
Pennsylvania
$757K +$596K +10,918 +370%
CB
479
Cadence Bank
Mississippi
$749K +$371K +6,800 +98%
CBT
480
CoreFirst Bank & Trust
Kansas
$748K +$500K +9,159 +202%
AGP
481
Autumn Glory Partners
Texas
$735K -$208K -3,814 -22%
FPAS
482
Focus Partners Advisor Solutions
Missouri
$731K +$731K +13,384 New
GSEP
483
Golden State Equity Partners
California
$727K +$727K +13,324 New
ST
484
Somerset Trust
Pennsylvania
$718K +$158K +2,888 +28%
EWM
485
EPG Wealth Management
Georgia
$716K +$8.24K +151 +1%
AWAP
486
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$710K +$710K +13,011 New
CPW
487
Crestmont Private Wealth
Texas
$710K +$142K +2,600 +25%
CM
488
Columbus Macro
Pennsylvania
$704K +$17.5K +318 +3%
ACM
489
AlphaStar Capital Management
North Carolina
$700K -$1.73M -31,666 -71%
VCM
490
Virtue Capital Management
Tennessee
$699K +$87.6K +1,616 +14%
PI
491
PFG Investments
New York
$699K +$699K +12,803 New
ARC
492
Advisor Resource Council
Texas
$698K +$698K +12,781 New
SIS
493
Sound Income Strategies
Florida
$686K +$686K +12,557 New
SS
494
Sunbelt Securities
Texas
$684K +$194K +3,574 +40%
KCPG
495
Kavar Capital Partners Group
Kansas
$666K +$666K +12,200 New
WC
496
Waterloo Capital
Texas
$662K +$662K +12,132 New
LAM
497
LifePro Asset Management
California
$661K – – –
CMS
498
Capital Market Strategies
Florida
$635K +$29K +532 +5%
APA
499
Astoria Portfolio Advisors
New York
$630K +$97.9K +1,808 +18%
PFP
500
Paragon Financial Partners
California
$627K +$1.8K +33 +0.3%
18 19
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